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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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WISeKey International Holding Ltd - American Depositary Shares
(NQ:
WKEY
)
7.850
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 31, 2025
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All News about WISeKey International Holding Ltd - American Depositary Shares
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WISeKey’s Subsidiary, WISeSat.Space to Launch a New-Generation Satellite on January 14, a Significant Milestone in the Creation of a Global Satellite Constellation
January 13, 2025
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
12 Information Technology Stocks Moving In Friday's Pre-Market Session
↗
January 10, 2025
Via
Benzinga
Heavy Money Flows In Quantum Computing Stocks, Blind Money Saves The Market, Bitcoin Outflows
↗
January 03, 2025
To gain an edge, this is what you need to know today.
Via
Benzinga
WISeKey Technologies Mitigate Cybersecurity Risks and Vulnerabilities Related to the Recent U.S. Treasury Department Breach
December 31, 2024
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey’s Subsidiary SEALCOIN 2025 Roadmap: Leading Machine-to-Machine Transactions Through Blockchain and Space Innovation
December 29, 2024
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
12 Information Technology Stocks Moving In Thursday's Pre-Market Session
↗
December 26, 2024
Via
Benzinga
12 Information Technology Stocks Moving In Monday's Pre-Market Session
↗
December 23, 2024
Via
Benzinga
12 Information Technology Stocks Moving In Friday's Pre-Market Session
↗
December 20, 2024
Via
Benzinga
WISeKey to Launch Next Generation of Quantum RootKey in Q1 2025
December 18, 2024
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
12 Information Technology Stocks Moving In Tuesday's Pre-Market Session
↗
December 17, 2024
Via
Benzinga
12 Information Technology Stocks Moving In Monday's Pre-Market Session
↗
December 16, 2024
Via
Benzinga
Gold Down Over 1%; Inovio Pharmaceuticals Shares Plummet
↗
December 13, 2024
Via
Benzinga
What's Going On With WISeKey Shares Friday?
↗
December 13, 2024
WISeKey shares are moving higher on Friday following the company's confirmation of its subsidiary WISeSat.Space's satellite launch with SpaceX.
Via
Benzinga
Crude Oil Gains Over 1%; RH Shares Jump On Strong Forecast
↗
December 13, 2024
Via
Benzinga
US Stocks Mixed; Broadcom Shares Surge On Upbeat Earnings
↗
December 13, 2024
Via
Benzinga
WISeKey Announces WISeSat Satellite Launch with SpaceX on January 14, 2025
December 13, 2024
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey and The OISTE Foundation to Launch ‘DeepTech for Peace Movement’
December 10, 2024
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeSat.Space Progresses on European Low Earth Orbit Satellite Constellation
December 04, 2024
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey and SEALSQ Announce Prestigious Speaker Line-Up and Agenda for Davos 2025 Roundtable: Celebrating 20 Years of Pioneering Innovation
December 02, 2024
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey CEO Carlos Moreira Shares Insights on WISeSat Constellation, SEALCOIN, and Collaboration with Hedera in Calaxy App Interview
November 27, 2024
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
SEALCOIN Showcases IoT Innovation in Interview on Hashgraph TV
November 26, 2024
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
SEALCOIN AG Confirms FINMA (Swiss Regulator) Classification and Licensing Clarification for its Hybrid Transactional Internet of Things TIOT Token
November 18, 2024
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeSat.Space Featured on Swiss Radio Television: Pioneering Blockchain and Cryptocurrency Transactions from Space
November 15, 2024
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey Announces SEALPhone: A Next-Generation Web3 Secure Smartphone Designed for Advanced Crypto Applications and Unparalleled Security and Data Protection
November 12, 2024
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey Subsidiary SEALCOIN AG Unveils New SEALCOIN.AI Website and Announces SEALCOIN Platform Development Update
November 11, 2024
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISe.ART Announces “MINDREAMER” Exhibition from Ylan Anoufa
November 05, 2024
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey Subsidiary WISeSat.Space Prepares for a January 2025 Launch of Next-Generation Satellite, Supporting European Satellite Independence and IoT Connectivity
November 04, 2024
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey PKI and SEALSQ Post-Quantum Technologies Enhance E-Voting Security through Advanced Cybersecurity and AI Integration
November 01, 2024
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey Launches its Enhanced INeS AI Security Broker Solution
October 24, 2024
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
WISeKey Enters Into $30 Million Convertible Notes Subscription Agreements
October 23, 2024
From
Wisekey International Holding Ltd.
Via
GlobeNewswire
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